Automation Recipes

Automation

Automation Recipes

What Are Automation Recipes?

Automation recipes are pre-built, proven workflow templates that solve common business challenges. Instead of building from scratch, you can clone a recipe and customize it for your specific needs. Lead Fuel CRM includes recipes for lead follow-up, appointment management, review requests, and more.

Lead Follow-Up Sequence

Purpose

Capture website visitors and automatically nurture them with a multi-touch email sequence.

Workflow

• Trigger: Form Submission (website contact form)
• Action: Send welcome email immediately
• Action: Wait 2 days
• Action: Send follow-up email about your services
• Action: Wait 3 days
• Action: Send final offer or CTA email
• Action: If no response after 7 days, add "nurture" tag for future campaigns

Appointment No-Show Handling

Purpose

Automatically respond when a contact misses an appointment, rescheduling or removing them from service lists.

Workflow

• Trigger: Appointment No-Show
• Action: Send SMS reminder (they missed the meeting)
• Condition: Is this the first no-show?
• If Yes: Send rescheduling email with calendar link, add "reschedule-needed" tag
• If No: Send formal cancellation notice, add "unreliable" tag, assign to retention specialist

Post-Appointment Review Request

Purpose

Request reviews and testimonials after successful appointments or service delivery.

Workflow

• Trigger: Appointment Completed
• Action: Wait 1 day (let them enjoy the service)
• Action: Send review request email with links to Google, Trustpilot, and your website
• Action: Wait 3 days
• Action: Send SMS with review link as reminder
• Action: Add "review-requested" tag to track follow-ups

Hot Lead Rapid Response

Purpose

Ensure high-value or urgent leads get immediate attention from your sales team.

Workflow

• Trigger: Tag Added ("hot-lead")
• Action: Send SMS alert to sales manager immediately
• Action: Assign contact to top sales rep
• Action: Create internal task reminder
• Action: Send high-priority email to contact

Tip: Clone recipes as starting points but customize them for your business. Update email templates, adjust wait times, and change team assignments to match your workflow.

Need more help? Contact Lead Fuel CRM support for personalized assistance.